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<h1 class=sectionedit1 id=the_zotero_pdf_reader_and_note_editor>The Zotero PDF Reader and Note Editor</h1>
<div class=level1>
<p>
<strong>This is draft documentation for the new PDF reader and note editor in Zotero 6. See the <a href=https://www.zotero.org/blog/zotero-6 class=wikilink1 title=/blog/zotero-6>Zotero 6 announcement</a> for more information. </strong>
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<h2 class=sectionedit2 id=adding_annotations_to_notes>Adding Annotations to Notes</h2>
<div class=level2>
<p>
You can add annotations to notes in various ways. Annotations added to notes will automatically include links back to the PDF page as well as citations that you can later add to a Word, LibreOffice, or Google Docs document with one of the word processor plugins.
</p>
</div>
<h3 class=sectionedit3 id=in_the_pdf_reader>In the PDF reader</h3>
<div class=level3>
<p>
You can easily add annotations to notes right from the PDF reader.
</p>
<p>
First, use the Notes button in the top-right corner to open the Notes pane, where you can create a new note or open an existing note.
</p>
<p>
To create a new note from all annotations in the current PDF, click one of the “+” buttons and select Add Item Note from Annotations or Add Standalone Note from Annotations.
</p>
<p>
If you already have a note open in the Notes pane, you can drag individual annotations from the PDF or from Annotations tab in the left-hand sidebar as you type your note. Alternatively, you can select one or more annotations in PDF or in the the Annotations tab of the left-hand sidebar, right-click one of the annotations, and select Add to Note.
</p>
<p>
You can also drag annotations from the PDF reader to a note that's opened in a separate window.
</p>
<p>
If you're sure you won't use a quote more than once, it's also possible to add quotes to Zotero notes without creating an annotation first. Simply select text in the PDF and drag it to an open Zotero note.
</p>
</div>
<h3 class=sectionedit4 id=in_the_items_list>In the items list</h3>
<div class=level3>
<p>
You can create a note from all annotations in a PDF by right-clicking on the parent item in the items list and choosing Add Note from Annotations.
</p>
<p>
<img src="" class=media alt width=310 height=300>
</p>
</div>
<h2 class=sectionedit5 id=customizing_annotations_in_notes>Customizing Annotations in Notes</h2>
<div class=level2>
<p>
You can customize how annotations are added to notes by using <a href=https://www.zotero.org/support/note_templates class=wikilink1 title=note_templates>note templates</a>.
</p>
</div>
<h2 class=sectionedit6 id=working_with_annotations_in_notes>Working with Annotations in Notes</h2>
<div class=level2>
</div>
<h3 class=sectionedit7 id=viewing_an_annotation_in_context>Viewing an Annotation in Context</h3>
<div class=level3>
<p>
When you <a href=#adding_annotations_to_notes title="pdf_reader ↵" class=wikilink1>add an annotation to a note</a>, it will add both an annotation and a citation by default.
</p>
<p>
To view the annotation in context, click the annotation and click “Show on Page” in the popup that appears. This will open the original PDF in either the built-in PDF reader or an external PDF reader if you've configured one in the General pane of the preferences. When possible, Zotero will open the PDF to the page where the annotation was made — this works for the built-in PDF reader and most, but not all, popular external PDF readers (e.g., Acrobat on Windows, Preview on macOS, evince on Linux). If Zotero isn't opening to appropriate page PDF in your external PDF reader, let us know in the Zotero Forums.
</p>
<p>
To view the associated item in your library, click the citation and select “Show Item”.
</p>
</div>
<h3 class=sectionedit8 id=displaying_annotation_colors>Displaying Annotation Colors</h3>
<div class=level3>
<p>
To show annotation colors in your note, click the “…” button in the top-right corner of the note editor and select “Show Annotation Colors”. You can remove colors later with “Hide Annotation Colors”.
</p>
</div>
<h3 class=sectionedit9 id=hiding_or_showing_citations>Hiding or Showing Citations</h3>
<div class=level3>
<p>
To hide or show all citations in a note, click the “…” button in the top-right corner of the note editor and select “Hide Annotation Citations” or “Show Annotation Citations”.
</p>
<p>
You can hide an individual citation by clicking on it in the editor and selecting “Hide Citation” from the popup, or simply by deleting the citation completely. You can add the citation back at any time by clicking on the highlighted text and selecting “Add Citation” from the popup or by using “Show Annotation Citations” in the “…” menu.
</p>
</div>
<h2 class=sectionedit10 id=using_an_external_pdf_reader>Using an External PDF Reader</h2>
<div class=level2>
<p>
If you'd prefer to open PDFs in an external PDF reader, you can choose one from the General pane of the Zotero preferences.
</p>
<p>
To open a single PDF in an external reader, right-click on the item and choose Show File, and then open the PDF from your OS file manager. Some changes you make in external PDF readers will cause problems in the built-in reader —&nbsp;e.g., adding, deleting, or reordering pages will cause annotations to appear on the wrong page.
</p>
<p>
Note that annotations created in the built-in PDF reader are stored in the Zotero database, so they won't be visible in external PDF readers unless you export a PDF with embedded annotations. See <a href=https://www.zotero.org/support/kb/annotations_in_database class=wikilink1 title=kb:annotations_in_database>Annotations in Database</a> for more info.
</p>
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<div id=dw__toc>
<h3 class=toggle>Table of Contents</h3>
<div>
<ul class=toc>
<li class=level1><div class=li><a href=#the_zotero_pdf_reader_and_note_editor>The Zotero PDF Reader and Note Editor</a></div>
<ul class=toc>
<li class=level2><div class=li><a href=#adding_annotations_to_notes>Adding Annotations to Notes</a></div>
<ul class=toc>
<li class=level3><div class=li><a href=#in_the_pdf_reader>In the PDF reader</a></div></li>
<li class=level3><div class=li><a href=#in_the_items_list>In the items list</a></div></li>
</ul>
</li>
<li class=level2><div class=li><a href=#customizing_annotations_in_notes>Customizing Annotations in Notes</a></div></li>
<li class=level2><div class=li><a href=#working_with_annotations_in_notes>Working with Annotations in Notes</a></div>
<ul class=toc>
<li class=level3><div class=li><a href=#viewing_an_annotation_in_context>Viewing an Annotation in Context</a></div></li>
<li class=level3><div class=li><a href=#displaying_annotation_colors>Displaying Annotation Colors</a></div></li>
<li class=level3><div class=li><a href=#hiding_or_showing_citations>Hiding or Showing Citations</a></div></li>
</ul>
</li>
<li class=level2><div class=li><a href=#using_an_external_pdf_reader>Using an External PDF Reader</a></div></li>
</ul></li>
</ul>
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 <bdi>pdf_reader.txt</bdi> · Last modified: 2022/04/08 04:25 by <bdi>dstillman</bdi> </div>
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